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WEBER COMPANIES RETIREMENT PLAN 401k Plan overview

Plan NameWEBER COMPANIES RETIREMENT PLAN
Plan identification number 001

WEBER COMPANIES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEW, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEW, INC.
Employer identification number (EIN):421378631
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBER COMPANIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFREY WEBER2023-10-16
0012021-01-01JEFFREY WEBER2022-10-15
0012020-01-01JEFFREY WEBER2021-10-14
0012019-01-01JEFFREY WEBER2020-10-14
0012018-01-01JEFFREY WEBER2019-08-06
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01JEFFREY WEBER
0012013-01-01JEFFREY WEBER

Plan Statistics for WEBER COMPANIES RETIREMENT PLAN

401k plan membership statisitcs for WEBER COMPANIES RETIREMENT PLAN

Measure Date Value
2022: WEBER COMPANIES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01164
Number of participants with account balances2022-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEBER COMPANIES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEBER COMPANIES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01170
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01175
Number of participants with account balances2020-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEBER COMPANIES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEBER COMPANIES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEBER COMPANIES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01154
Number of participants with account balances2017-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WEBER COMPANIES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEBER COMPANIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WEBER COMPANIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01219
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEBER COMPANIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016

Financial Data on WEBER COMPANIES RETIREMENT PLAN

Measure Date Value
2022 : WEBER COMPANIES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-47,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$94,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$598,595
Value of total assets at end of year2022-12-31$3,650,446
Value of total assets at beginning of year2022-12-31$3,792,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,208
Total interest from all sources2022-12-31$855
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$94,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$94,693
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$385,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$371,922
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3,644
Administrative expenses (other) incurred2022-12-31$35,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-142,275
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,650,446
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,792,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,564,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,733,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$66,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$58,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$58,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-737,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$226,673
Employer contributions (assets) at end of year2022-12-31$19,665
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$59,699
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HONKAMP, P.C.
Accountancy firm EIN2022-12-31420946155
2021 : WEBER COMPANIES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$936,994
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$174,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$139,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$503,363
Value of total assets at end of year2021-12-31$3,792,721
Value of total assets at beginning of year2021-12-31$3,030,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,294
Total interest from all sources2021-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$122,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$122,537
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$385,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$317,497
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,421
Other income not declared elsewhere2021-12-31$1,686
Administrative expenses (other) incurred2021-12-31$35,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$762,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,792,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,030,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,733,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,971,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$58,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$309,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$185,866
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$139,657
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2021-12-31421029744
2020 : WEBER COMPANIES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$934,625
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$119,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$96,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$483,145
Value of total assets at end of year2020-12-31$3,030,678
Value of total assets at beginning of year2020-12-31$2,215,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,283
Total interest from all sources2020-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$59,514
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$180,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$304,332
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$3,421
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$815,401
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,030,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,215,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,971,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,169,017
Interest earned on other investments2020-12-31$121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$46,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$46,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$391,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$178,813
Employer contributions (assets) at end of year2020-12-31$2,648
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$96,941
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2020-12-31421029744
2019 : WEBER COMPANIES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$770,539
Total income from all sources (including contributions)2019-12-31$770,539
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$37,637
Total of all expenses incurred2019-12-31$37,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,239
Value of total assets at end of year2019-12-31$2,215,277
Value of total assets at end of year2019-12-31$2,215,277
Value of total assets at beginning of year2019-12-31$1,482,375
Value of total assets at beginning of year2019-12-31$1,482,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,063
Total interest from all sources2019-12-31$789
Total interest from all sources2019-12-31$789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,648
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,648
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,648
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$180,000
Value of fidelity bond cover2019-12-31$180,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$241,407
Contributions received from participants2019-12-31$241,407
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$2,757
Participant contributions at beginning of year2019-12-31$2,757
Administrative expenses (other) incurred2019-12-31$18,063
Administrative expenses (other) incurred2019-12-31$18,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$732,902
Value of net income/loss2019-12-31$732,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,215,277
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,215,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,482,375
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,482,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,169,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,169,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,437,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,437,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$40,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$40,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$40,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$40,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$327,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$327,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$144,832
Contributions received in cash from employer2019-12-31$144,832
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,717
Employer contributions (assets) at beginning of year2019-12-31$1,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,574
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm name2019-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2019-12-31421029744
Accountancy firm EIN2019-12-31421029744
2018 : WEBER COMPANIES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$178,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$180,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$162,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$305,159
Value of total assets at end of year2018-12-31$1,482,375
Value of total assets at beginning of year2018-12-31$1,484,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,323
Total interest from all sources2018-12-31$558
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$64,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$64,595
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$180,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$186,816
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$2,757
Participant contributions at beginning of year2018-12-31$67
Other income not declared elsewhere2018-12-31$-77
Administrative expenses (other) incurred2018-12-31$17,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,482,375
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,484,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,437,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,447,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$40,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$35,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$35,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-191,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$118,343
Employer contributions (assets) at end of year2018-12-31$1,717
Employer contributions (assets) at beginning of year2018-12-31$942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$162,685
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2018-12-31421029744
2017 : WEBER COMPANIES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$465,097
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$54,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$254,229
Value of total assets at end of year2017-12-31$1,483,117
Value of total assets at beginning of year2017-12-31$1,072,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,021
Total interest from all sources2017-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,940
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$180,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$161,699
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,967
Other income not declared elsewhere2017-12-31$-264
Administrative expenses (other) incurred2017-12-31$15,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$410,623
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,483,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,072,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,447,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,040,898
Interest on participant loans2017-12-31$39
Interest earned on other investments2017-12-31$168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$35,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$166,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$92,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,453
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2017-12-31421029744
2016 : WEBER COMPANIES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$264,283
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$63,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$202,223
Value of total assets at end of year2016-12-31$1,072,494
Value of total assets at beginning of year2016-12-31$882,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,110
Total interest from all sources2016-12-31$201
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$180,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$130,725
Participant contributions at end of year2016-12-31$1,967
Participant contributions at beginning of year2016-12-31$4,560
Other income not declared elsewhere2016-12-31$12,362
Administrative expenses (other) incurred2016-12-31$11,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$189,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,072,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$882,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,040,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$853,867
Interest on participant loans2016-12-31$170
Interest earned on other investments2016-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$71,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$63,557
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2016-12-31421029744
2015 : WEBER COMPANIES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$1,078,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$297,746
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$112,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$91,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,369
Value of total assets at end of year2015-12-31$882,878
Value of total assets at beginning of year2015-12-31$1,776,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,310
Total interest from all sources2015-12-31$426
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,201
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$180,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$220,883
Participant contributions at end of year2015-12-31$4,560
Participant contributions at beginning of year2015-12-31$9,872
Other income not declared elsewhere2015-12-31$-175
Administrative expenses (other) incurred2015-12-31$21,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$184,804
Value of net assets at end of year (total assets less liabilities)2015-12-31$882,878
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,776,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$853,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,766,358
Interest on participant loans2015-12-31$424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-101,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$104,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$91,632
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2015-12-31421029744
2014 : WEBER COMPANIES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$20,808
Total unrealized appreciation/depreciation of assets2014-12-31$20,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,763
Total income from all sources (including contributions)2014-12-31$400,162
Total loss/gain on sale of assets2014-12-31$18,282
Total of all expenses incurred2014-12-31$31,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$289,394
Value of total assets at end of year2014-12-31$1,776,543
Value of total assets at beginning of year2014-12-31$1,430,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,470
Total interest from all sources2014-12-31$614
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$71,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$71,064
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$141,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$185,737
Participant contributions at end of year2014-12-31$9,872
Participant contributions at beginning of year2014-12-31$13,544
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22,763
Administrative expenses (other) incurred2014-12-31$19,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$368,847
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,776,543
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,407,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,766,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,404,589
Interest on participant loans2014-12-31$614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$103,657
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$6,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,845
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$679,103
Aggregate carrying amount (costs) on sale of assets2014-12-31$660,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2014-12-31421029744
2013 : WEBER COMPANIES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$71,283
Total unrealized appreciation/depreciation of assets2013-12-31$71,283
Total transfer of assets to this plan2013-12-31$377,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$323,115
Total loss/gain on sale of assets2013-12-31$2,941
Total of all expenses incurred2013-12-31$58,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$56,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$124,499
Value of total assets at end of year2013-12-31$1,430,459
Value of total assets at beginning of year2013-12-31$766,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,358
Total interest from all sources2013-12-31$760
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$69,766
Participant contributions at end of year2013-12-31$13,544
Participant contributions at beginning of year2013-12-31$17,430
Participant contributions at end of year2013-12-31$602
Participant contributions at beginning of year2013-12-31$3,917
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$5,224
Administrative expenses (other) incurred2013-12-31$2,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$264,297
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,407,696
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$766,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,404,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$720,053
Interest on participant loans2013-12-31$760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$54,733
Employer contributions (assets) at end of year2013-12-31$6,046
Employer contributions (assets) at beginning of year2013-12-31$24,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$56,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,277,915
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,274,974
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TD&T CPAS AND ADVISORS, P.C.
Accountancy firm EIN2013-12-31421029744

Form 5500 Responses for WEBER COMPANIES RETIREMENT PLAN

2022: WEBER COMPANIES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEBER COMPANIES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEBER COMPANIES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEBER COMPANIES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEBER COMPANIES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEBER COMPANIES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEBER COMPANIES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEBER COMPANIES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEBER COMPANIES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEBER COMPANIES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-AU34
Policy instance 1
Insurance contract or identification numberGAP-54-AU34
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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